Drunk Real Estate

In Episode 109 of Drunk Real Estate, Ashley Wilson (Kyle Wilson's wife) and Danille McElroy join the crew! They dive into the shifting landscape of real estate and the broader economy in 2025. From cooling inflation to potential Fed rate cuts, and from a surging stock market to struggles in commercial real estate, this episode unpacks where investors should keep their eyes right now. We cover: Lat...

In this episode of Drunk Real Estate , Kyle and Mauricio sit down with Charlie Koznick , Chief Investment Officer at MC Companies, who made the leap from Hollywood actor to leading one of the largest multifamily portfolios in the country. We discuss: Charlie's unique path from TV sets to real estate boardrooms Why MC Companies is investing $600M+ in Class A multifamily while others sit on the side...

The Fed may be gearing up for four interest rate cuts in 2025 —but what does that mean for commercial real estate ? In this week's Drunk Real Estate , the guys break down the latest interest rate outlook , explore how rate cuts have historically affected CRE, and debate whether lower rates will actually solve the sector's biggest problems. We'll cover: Why 4 cuts this year could shake investor con...

Episode 106 – Fake Jobs Data & When Real Estate Deals Go Bad This week on Drunk Real Estate , we break down two major headlines shaking confidence in the market: 📉 The Jobs Data Scandal – Massive revisions to the July jobs report led to the firing of the BLS Commissioner . We unpack what this means for the veracity of government data , its impact on interest rates , and why it's making investors...

Episode 105: Revisiting Our 2025 Predictions – Mid-Year Market Check-In We're six months into 2025, and it's time to see how our January predictions have held up. In this episode of Drunk Real Estate , the crew revisits every bold call—what we nailed, what we missed, and what the latest market data is telling us now. We break down: 📉 Inflation and interest rates – Did the Fed move like we thought...

Episode 104: What If Property Taxes Disappeared? In this episode of Drunk Real Estate , the crew explores a wild but surprisingly logical idea: What if we eliminated property taxes on homes? Would it make housing more affordable—or bankrupt your local school district? The guys dig into the real-world economic impacts , how this would shift the incentives for homeowners and investors, and whether w...

Episode 103: CPI Surprise, Demand Collapse, and Real Estate Fallout In this week's episode of Drunk Real Estate , the guys react in real-time to the latest CPI inflation numbers , digging into why the headlines don't tell the full story—and why inflation may be worse than it looks. They unpack signs of slowing consumer demand , falling credit usage , and businesses absorbing inflation —all of whic...

Episode 102: Trump's Big Beautiful Bill Is Now Law—Here's What Investors Need to Know In this episode of Drunk Real Estate , the crew breaks down the newly signed "Big Beautiful Bill" —one of the most impactful pieces of legislation for real estate and economic policy in years. We cover how the bill affects: - Real estate tax breaks and capital gains - Interest rates, debt structure, and investor...

Episode 101: Trump, Powell & the Housing Market Power Struggle This week on Drunk Real Estate, the crew dives deep into the growing tension between President Trump and Fed Chair Jerome Powell as both sides battle over the future of interest rates—and what it means for your mortgage, investments, and the U.S. housing market. We break down: 🏠 How interest rates are shaping the single-family housing...

Episode 100: Conspiracy Theories, Economic Truth Bombs & a Lot of Whiskey We made it to 100 episodes —and we're celebrating by going completely off the rails. This week on Drunk Real Estate, the crew cracks open their favorite conspiracy theories, from economic manipulation to UFOs, and who really runs the world? Expect hot takes, hard laughs, and a few theories that sound just a little too real....

Episode 99: Bond Buybacks, Job Market Illusions & the Fed's Standstill This week on Drunk Real Estate , the crew tackles one of the biggest questions in the current economy: Can the government actually bring interest rates down—without the Fed's help? As the Treasury prepares for its first bond buyback program in over two decades, we unpack what that really means, how it differs from quantitative...

Episode 98: Are We Hitting a Wall? Rising Debt, Bond Market Chaos & the Fed's Next Move In this week's episode of Drunk Real Estate, we dive into the growing storm in the debt markets and what it means for real estate investors, the U.S. economy, and interest rates going forward. With U.S. debt exploding past $36 trillion, bond auctions failing, and interest payments projected to hit $1 trillion a...

Episode 97: Empty Ships, Soaring Tariffs & the Supply Chain Squeeze This week on Drunk Real Estate , we unpack the economic storm forming at U.S. ports—where incoming ships are arriving nearly empty, and retailers are bracing for a 40% increase in import costs due to new tariffs on Chinese goods. While inflation headlines cool off, the real pressure is building where it matters most: logistics, tr...

Episode 96: GDP Miss, Fed Paralysis & a Frozen Real Estate Market This week on Drunk Real Estate , we're diving deep into the Q1 GDP shock, the Fed's continued delay on rate cuts, and why the commercial real estate market is stalled but not yet crashing. With inflation cooling and employment softening, many expected the Fed to pivot—but Powell seems stuck in neutral. Meanwhile, global trade shifts...

Episode 95: Tariffs, Layoffs & a Slowing Economy – Are We Already in Trouble? This week on Drunk Real Estate , we unpack the growing signs that the economy might already be in the early stages of a slowdown or recession . From empty shipping ports and declining imports to rising tariffs, inflation pressure, and layoffs , the data is painting a confusing—but concerning—picture. We discuss: 📉 What'...

Episode 94: Trump, The Fed & The Mar-a-Lago Accord – Is the Dollar at Risk? In this episode of Drunk Real Estate , we dive into the rising tension between Donald Trump and the Federal Reserve , and the growing speculation about a radical new economic plan—the so-called Mar-a-Lago Accord . Is Trump planning to intentionally weaken the U.S. dollar through tariffs and monetary policy? Can he actually...

Episode 93! In this week's episode of  Drunk Real Estate , the team dives into the surging bond yields, collapsing liquidity , and growing fears that the U.S. treasury market is flashing major warning signs . Is China dumping U.S. debt? Are leveraged bond trades putting the global economy at risk? And how will this all impact real estate investors, mortgage rates, and Fed policy? 🔥 In this episod...

AI Is Changing Real Estate—But Who Wins? In Episode 92 of Drunk Real Estate , we're joined by AI expert and investor Robb Almy to break down how artificial intelligence is already reshaping real estate. From automated investing to property analysis, AI is creating massive opportunities—and big risks. Are small investors being left behind? Is AI deflationary or the cure for labor shortages? And how...

The economy is on fire—at least according to the latest GDP numbers. But is this growth real, or is it just a result of massive government spending? And how does it impact the housing market, which is showing signs of slowing down? In this episode of Drunk Real Estate , we break down the big economic headlines, including the surprising GDP surge and what it means for investors, homeowners, and ren...

Episode 90: Should Fannie & Freddie Go Private? Plus, The Education Debate This week on Drunk Real Estate , we dive into two major policy debates that could reshape the housing market and the education system as we know them. 🗨️ What's Inside: Fannie Mae & Freddie Mac—Should They Be Privatized? These mortgage giants have been government-backed since 2008 , but there's growing debate over whether t...

Episode 89: Gold Surges to $3,000 – What's Next for Investors? This week on Drunk Real Estate , we break down the record-breaking surge in gold prices , why the U.S. dollar is weakening, and whether gold or Bitcoin is the best safe-haven asset right now. 🗨️ What's Inside: Gold Hits $3,000! What's driving this massive rally, and is it just getting started? The U.S. Dollar is Falling: Why a weaker d...

Episode 88: Tariffs, Trade Wars & a Wild New Citizenship Proposal This week on Drunk Real Estate , we break down Trump's new tariffs, Canada's shocking response, and a major legal shake-up for real estate investors. 🗨️ What's Inside: The U.S. Dollar is Weakening: Why the dollar is dropping and what it means for real estate, inflation, and foreign investment. Is Trump Weakening the Dollar? Could th...

Episode 87: Tariffs, Trade Wars & a Wild New Citizenship Proposal This week on Drunk Real Estate , we break down Trump's new tariffs, Canada's shocking response, and a major legal shake-up for real estate investors. 🗨️ What's Inside: New Tariffs Are Here! Trump just announced major tariffs on Canada, China, and Mexico —how will this impact supply chains, real estate, and inflation? Canada's Unexpe...

Episode 86: Recession Countdown—Will April 4th Be the Breaking Point? This week on Drunk Real Estate , we dive into a major recession warning, a surge in layoffs, and expert insights on raising capital in 2025 . 🗨️ What's Inside: Recession Alert: Jay makes a bold prediction—April 4th could mark the beginning of a major downturn. Is he right? Layoffs & Market Fears: From government job cuts to corp...

Episode 85: Tariffs, Inflation, and Real Estate – What Investors Need to Know In this week's episode of Drunk Real Estate , we break down the latest economic curveballs hitting investors: 🗨️ What's Inside: Tariffs Are Back: How Trump's latest tariff moves on steel, lumber, and other goods could drive up costs for builders and investors. Will this slow new housing supply or crush deals? Inflation U...